“Opportunity is missed by most people because it is dressed in overalls and looks like work.” Even though Thomas Edison wasn’t talking about taxes when he made that statement, he might as well have been. Year-end tax planning can feel overwhelming when trying to...
Up one day and down the next. The market is constantly moving and focusing on these daily fluctuations can raise many questions in your mind. Will your portfolio help you meet your long-term goals amid the market ups and downs? What if you are taking withdrawals from...
Supporting our families is an important value, but sometimes, doing so fiscally can have tax implications. The IRS imposes an annual exclusion limit for making gifts to individuals. Going above this exclusion will potentially create gift tax consequences and count...
The phone call confirms it. An unexpected health diagnosis; a change in treatment needs or status; a progression. Information requiring serious conversations. As we all age and our bodies begin to fail us, we need to consider what is best for those around us and how...
Whether economics, global news, or market changes: it seems like there’s always something to be concerned about. How can I protect my savings and my future? As a wealth management firm in business for more than 25 years, we’ve navigated many different types of markets...
